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| Keyboard |
| James R Martin Consulting Inc DBA JRM Capital Management
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|---|---|
| CRD # | 109542 |
| SEC # | 801-58066 |
| CIK # | |
| AUM | 442.7 M (2026-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 360-567-1822 |
| Address | 1111 Main St Suite 612 Vancouver, WA 98660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 59.2 |
| (b) Individuals (high net worth individuals) | 87 | 306.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 54.2 |
| (h) Charitable organizations | 5 | 15.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 442.7 |
| By Discretionary | ||
| Discretionary | 628 | 442.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 628 | 442.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.7 | |
| Total | 628 | 442.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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443.9 M | |
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Lumbard & Kellner LLC
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Greykasell Wealth Strategies Inc
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Ulland Investment Advisors LLC
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Humankind Investments LLC
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|
Lifesteps Financial Inc
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|
Meridiana MFO LLC
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